RSRFX Mutual Fund

RSRFX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
-3.64%
3 Months
-12.38%
6 Months
-3.23%
YTD
+5.08%
1 Year
+3.61%
3 Years (annualized)
+16.57%
5 Years (annualized)
+5.73%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSRFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Infrastructure Index
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+4.73%
vs Peers
+0.35%

RSRFX Mutual Fund Performance

RSRFX performance across multiple time periods: 1-month -3.64%, YTD 5.08%, 1-year 3.61%, 3-year 16.57%, 5-year 5.73%, 10-year 7.63%.

RSRFX returns outperform the peer average of 4.73% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

RSRFX vs another fund shows side-by-side returns. RSRFX alternatives are available in the Mutual Fund Screener.